Job Description

Hiring BDE - Surat
Position: Business Deevelopment Executive (Male Candiadtes Preffered)
Location: Adajan, Surat
Industry: Finance
Experience: 0.6+years
Job Summary:
We are seeking a motivated and client-focused Sales Executive to promote and sell financial planning solutions, stock market investments, and mutual fund products to clients across various industries. The role involves client acquisition, portfolio discussion, and long-term relationship management while helping clients achieve their financial goals.
Key Responsibilities:

• Identify and acquire new clients from different industries for financial planning and investment products.
• Promote and sell mutual funds, equity market products, SIPs, and portfolio-based investment solutions.
• Understand client financial goals, risk appetite, and investment horizon.
• Provide basic investment guidance aligned with company-approved products and strategies.
• Build and maintain long-term relationships with clients through regular follow-ups.
• Achieve assigned sales and revenue targets.
• Educate clients on market trends, investment opportunities, and financial planning concepts.
• Coordinate with research, operations, and compliance teams for seamless client onboarding.
• Ensure proper documentation, KYC, and regulatory compliance.
• Maintain accurate records of client interactions and sales activities.
• Prepare daily, weekly, and monthly sales and performance reports.

Skills Required